Financial Services

Give financial professionals the most relevant information. Help them make informed business decisions. Break down the complexities of working with numerous products in multiple markets. Show people where the profit is being made—and where risks lie.

Capitalize with Qlik

Make powerful analysis simple

As the digital revolution in financial services accelerates, leading firms are gaining a competitive advantage by leveraging their most strategic resource: data. With Qlik, financial services firms are linking disparate data sources and empowering departments with self-service analytics to uncover actionable insights.

See the Whole Story that Lives within Your Data

Qlik maximizes business value by bringing data in from across your business and letting you dig deeper to understand sales performance, manage risk and identify the strongest opportunities across your customer base.

The Golden Opportunity in Financial Services

Qlik partnered with WSJ. Insights and surveyed 300 decision-makers in financial services regarding their plans to extend analytics to the edges of their organization. Explore these unique findings and learn how financial firms are enabling self-service access to front line employees - the people who establish and maintain relationships with customers.

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Demo: Risk Adjusted Performance

Managing the risk/reward equation is core to running a bank. This demo shows how a bank can manage limits and exposures, monitor key roles and analyze key risk measures like PD and RoE in a global credit portfolio.

Demo: Wealth management

Demo: Insurance

This app takes data from many different departments, and brings them together to provide a rich and complete analysis of an insurer's performance. Users can drill down into a specific broker in a single location, and see which products are being sold, and which groups of people they are sold to.

Demo: Consumer Bank 360

This application contains loan portfolio data for a bank. Use the unique Qlik associative engine to discover how different regions, product and loan officers perform over time and drive the biggest impact on revenue and margins.

Featured Resources

Video: Qlik Solutions for Financial Services

The financial services industry is in the midst of significant disruption led by empowered digital consumers and increasingly competitive market players. Watch and learn how financial services firms are leveraging their most strategic asset: data.

Read the Latest Financial Services Blog

Over 3,500 financial services companies profit with Qlik

BT Financial Group is the Wealth Management arm of Westpac, one of Australia’s largest banks. This video shows how they transformed the analysis available in their distribution division, improving sales productivity by 96% in a single year.

Richard Davies

“The banking business is very picky about the functionality of BI-systems. The data necessary for the successful management of operations in financial institutions is substantial. Its analysis can provide a major basis for reflection, leading to the optimization and improvement of business processes. But this is only possible if the data is analyzed rapidly, objectively and accurately down to each individual transaction or customer. The Qlik platform allows maximum coverage of the bank’s needs, and the project in Saint Petersburg Bank is a clear example of this.”

Sergey Gromov

CEO, BI Consult, Bank Saint Petersburg

“During testing, the local QlikView banking experts, with the support of BI Consult, were able to clearly assess the capabilities of the platform, so that the effect of implementation was evident even before the start of the project.”

P.V. Filimonenok, Deputy Chairman

Deputy Chairman of Saint Petersburg Bank

"Qlik has helped us reduce the number of custom reports. Now, users have direct access to the information they need and can analyze it from many different aspects."

Christopher Powers

"Qlik enables us to piece together insights derived from all our data sets far more efficiently so that we understand our customers and their behaviour better. We have streamlined the view of our business processes in our analytics and reporting, reduced administrative time and increased workflow efficiency. This has allowed us to leverage the insights we’ve uncovered from using Qlik to market ourselves more effectively to our customers.”

Dave Chapman

"Now every staff member in ANZ has access to Qlik and they can be their own little data scientist, develop some dashboards, use the tools that we've got available and the models we're generating to get some real value.'

Darren Abbruzzese

"Qlik has enabled us to operationalize our data in a visual way, which was impossible when we used Excel as our main tool for reporting."

Julie Molnar

Senior IT Manager, Westpac Banking Corporation

“PSCU is committed to providing excellent service to its Owner credit unions and their members,” said Mike Dove, Senior Business Intelligence Analyst for PSCU. “Our partnership with Qlik is helping to streamline our operation by uncovering insights that indicate shifting market trends, as well as fluctuating Owner sentiment. We are continuing to use technology like this to enable our ability to leverage data and exceed the expectations of our Owners and their members.”